Plan Snapshot
- Plan Sponsor: Derse INC
- Sponsor EIN: 391630582
- Sponsor Address: 3800 WEST CANAL STREET, MILWAUKEE, WI, 53208
- Plan Type: DC
- Total Participants: 475
- Total Assets: $72.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 475 | $72.2M | $1.9M | $3.3M |
| 2023 | 486 | $59.7M | $2.1M | $3.1M |
| 2022 | 470 | $47.8M | $1.8M | $2.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $140,716 | — | $140,716 |
| REILLY, PENNER & BENTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,716
- Estimated Expense Ratio: 0.195% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $140,716 | $115,205 | — | — | — |
| 2023 | $117,773 | $96,743 | — | — | — |
| 2022 | $109,863 | $101,255 | — | — | — |